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San Jose, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-12-09 |
| HI | RA | APPROVED | 2021-02-08 |
| CA | RA | APPROVED | 2020-12-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clearpath Capital Partners Llc | San Francisco | CA | 06/2014 | 10/2020 |
| Drs Financial Partners Llc | San Francisco | CA | 10/2020 | Present |
| Retire Sound, Inc. Dba Addition | San Francisco | CA | 07/2021 | Present |
| Iron Path Wealth Management, Inc. | Brookfield | CT | 12/2021 | Present |
Name and Address of other business: Retire Sound, Inc. dba Addition Investment Related?: No Nature of other business: Financial Wellness Position/Title: Consultant Start Date: July 2021 Approx. total # of hours/month devoted: 160 Approx. # of hours/month during trading hours: 80 Brief description of duties: content writing, copywriting & product development, evaluation of market Name & Address of other business: Iron Path Wealth Management, Inc.; Brookfield, CT Investment Related?: No Nature of other business: Consulting Position/Title: Financial Planning Consultant Start Date: December 2021 Approx. total # of hours/month devoted: 8 Approx. # of hours/month during trading hours: 0 Brief description of duties: Paraplanning / Consulting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-18 |
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